NASDAQ: TLF

TANDY LEATHER FACTORY INC

CIK 0000909724 · SIC 3100 · Leather & Leather Products

Small Revenue $76M Assets $82M as of Aug 9, 2026

The following discussion, as well as other portions of this Form 10-K, contains forward-looking statements that reflect our plans, estimates and beliefs. Any such forward-looking statements (including, but not limited to, statements to the effect that Tandy Leather Factory, Inc. (“TLF”) or its… About this business →

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8-K Filed Aug 11, 2026 · Period ending Aug 11, 2026

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10-Q Filed Aug 11, 2026 · Period ending Jun 30, 2026

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8-K Filed Jun 10, 2026 · Period ending Jun 9, 2026

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8-K Filed May 11, 2026 · Period ending May 11, 2026

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10-Q Filed May 11, 2026 · Period ending Mar 31, 2026

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10-K/A Filed Mar 11, 2026 · Period ending Dec 31, 2025

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10-K Filed Feb 24, 2026 · Period ending Dec 31, 2025

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8-K Filed Feb 24, 2026 · Period ending Feb 24, 2026

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10-Q Filed Nov 10, 2025 · Period ending Sep 30, 2025

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10-K Filed Feb 26, 2025 · Period ending Dec 31, 2024

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Latest financial statements

From 10-Q filed Aug 11, 2026 (period ending Jun 30, 2026). SEC XBRL (companyfacts) — not generated by the model.

SEC XBRL

Consolidated Statements of Operations (Unaudited)

Description Q2 ended Jun 30, 2026 Q1 ended Mar 31, 2026
Revenue:
Total revenue / net sales 18.0 19.7
Cost of revenue / cost of sales 6.3 7.7
Gross profit 11.7 12.0
Operating expenses:
Other operating expenses, net 11.2 11.6
Operating income 0.5 0.4
Other income/(expense), net 0.08
Income before income taxes 0.6 0.4
Income tax expense/(benefit) 0.2 0.1
Net income 0.4
Basic earnings per share 0.05 0.03
Diluted earnings per share 0.05 0.03

Consolidated Balance Sheets (Unaudited)

Description Jun 30, 2026 Mar 31, 2026
Current assets:
Cash and equivalents 6.4 10.1
Accounts receivable, net 0.3 0.3
Inventories 37.1 33.7
Prepaid expenses and other current assets 0.1 0.10
Total current assets 44.5 44.9
Property, plant and equipment, net 10.6 10.5
Operating lease right-of-use assets, net 25.4 25.0
Deferred income taxes and other assets 0.4 0.4
TOTAL ASSETS 81.6 81.5
Current liabilities:
Current portion of operating lease liabilities 3.8 3.7
Income taxes payable 0.2 0.6
Other current liabilities 5.7 6.3
Total current liabilities 9.8 10.6
Operating lease liabilities 24.5 24.0
Deferred income taxes and other liabilities 0.1 0.1
Shareholders' equity:
Common stock 0.02 0.02
Capital in excess of stated value 3.7 3.6
Accumulated other comprehensive income (loss) (2.5) (2.4)
Retained earnings (deficit) 55.4 55.0
Treasury stock 9.8 9.8
Total shareholders' equity 47.0 46.5
TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY 81.6 81.5

Consolidated Statements of Cash Flows (Unaudited)

Description Six months ended Jun 30, 2026 Q1 ended Mar 31, 2026
Operating Activities:
Net cash from operating activities (2.4) 0.9
Investing Activities:
Net cash from investing activities (1.0) (0.6)
Financing Activities:
Net cash from financing activities (6.2) (6.2)
Net increase/(decrease) in cash (9.7) (6.0)

Amounts in millions USD; EPS as reported. Line labels are presentation-friendly mappings of filer XBRL tags — not a re-audit of the full statements. Use EDGAR for interactive notes and detail. Interactive statements & notes on EDGAR ↗

About TANDY LEATHER FACTORY INC

Source: Item 1 (Business) from the 10-K filed February 24, 2026. Description as filed by the company with the SEC.

ITEM 1.

BUSINESS

The following discussion, as well as other portions of this Form 10-K, contains forward-looking statements that reflect our plans, estimates and beliefs. Any such forward-looking statements
(including, but not limited to, statements to the effect that Tandy Leather Factory, Inc. (“TLF”) or its management “anticipates,” “plans,” “estimates,” “expects,” “believes,” “intends,” and other similar expressions) that are not statements of
historical fact should be considered forward-looking statements and should be read in conjunction with our Consolidated Financial Statements and related notes contained elsewhere in this report. These forward-looking statements are made based upon
management’s current plans, expectations, estimates, assumptions and beliefs concerning future events impacting us and should be read carefully because they involve risks and uncertainties. We assume no obligation to update or otherwise revise these
forward-looking statements, except as required by law. Specific examples of forward-looking statements include, but are not limited to, statements regarding our forecasts of financial performance, share repurchases, store openings or store closings,
capital expenditures and working capital requirements. Our actual results could materially differ from those discussed in such forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to,
those discussed below and elsewhere in this F

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